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Featured Articles:
Six Steps to Prepare for Retirement
Retirement, Investing
Six Steps to Prepare for Retirement
Retirement, Investing
Retirement, Investing
5 Pillars of Christian Financial Planning
Financial Planning
5 Pillars of Christian Financial Planning
Financial Planning
Financial Planning
Things to Remember during Market Volatility
Investing
Things to Remember during Market Volatility
Investing
Investing
4 Principles of Financial Success
Financial Planning, Investing, Retirement
4 Principles of Financial Success
Financial Planning, Investing, Retirement
Financial Planning, Investing, Retirement
Thinking about Retirement ...
Retirement
Thinking about Retirement ...
Retirement
Retirement
Retirement saving TIPs for all ages
Investing, Retirement, Financial Planning
Retirement saving TIPs for all ages
Investing, Retirement, Financial Planning
Investing, Retirement, Financial Planning

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Investing Retirement Financial Planning


How to Invest with Faith: Christian Investment Advice
How to Invest with Faith: Christian Investment Advice

In a world that measures success by portfolio size and return rates, Christian investors face a fundamental question: How can you pursue financial growth while honoring God with your resources?

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Financial PlanningJuliette Cooke, CFP®, CKA®September 26, 2025faith-based investing, biblical financial planning, christian wealth management, stewardship principles
Financial Advisor in Newport Beach: Comprehensive Wealth Management
Financial Advisor in Newport Beach: Comprehensive Wealth Management

Looking for a financial advisor in Newport Beach? Learn how Cooke Wealth Management offers values-based guidance, holistic planning, and long-term wealth strategies.

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Financial PlanningJuliette Cooke, CFP®, CKA®September 25, 2025faith based financial advisors, wealth planning in Newport Beach, fiduciary financial planning, estate and legacy planning
Irvine Wealth Management: A Path to Financial Growth & Security
Irvine Wealth Management: A Path to Financial Growth & Security

Discover strategic, tax-efficient wealth management in Irvine. Cooke Wealth Management delivers personalized growth-focused plans designed to help you pursue financial freedom.

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Financial PlanningJuliette Cooke, CFP®, CKA®September 24, 2025financial planning in Orange County, retirement planning in Irvine, investment management strategies
Biblical Wealth Management: Christian Financial Advisors in Orange County
Biblical Wealth Management: Christian Financial Advisors in Orange County

Faith-driven financial planning in Orange County. Partner with Christian advisors who align wealth management with biblical principles and stewardship.

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InvestingJuliette Cooke, CFP®, CKA®August 14, 2025biblical wealth management, Christian financial advisor Orange County, biblical wealth planning
Financial Planning After Marriage: What You Need to Know
Financial Planning After Marriage: What You Need to Know

Unlock financial harmony in marriage: budgeting, joint goals, tax strategy, estate planning—all with personalized, biblically grounded guidance.

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Financial PlanningJuliette Cooke, CFP®, CKA®July 22, 2025marriage financial planning, estate planning after marriage, newlywed financial tips, merging finances after marriage
What Are the 7 Key Components of Financial Planning?
What Are the 7 Key Components of Financial Planning?

Explore the 7 essential pillars of holistic financial planning—from budgeting to estate strategies—through a Christian, fiduciary lens.

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Financial PlanningJuliette Cooke, CFP®, CKA®July 21, 2025faith-based financial planning, retirement planning, estate planning
What Happens to Your Tax Liability with Proper Financial Planning?
What Happens to Your Tax Liability with Proper Financial Planning?

See how smart financial planning reduces tax liability, maximizes benefits, and secures your wealth—tailored with faith‑based insights.

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Financial PlanningJuliette Cooke, CFP®, CKA®July 17, 2025tax liability planning, financial planning strategies, retirement tax tips, estate and gift tax
Integrating Estate and Financial Planning: Strategies for Comprehensive Wealth Management
Integrating Estate and Financial Planning: Strategies for Comprehensive Wealth Management

Learn how merging estate and financial planning creates a unified wealth strategy to protect your legacy, reduce taxes, and align with your values.

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Financial PlanningJuliette Cooke, CFP®, CKA®June 24, 2025estate and financial planning, wealth management strategies, tax-efficient legacy planning
Difference Between Investing and Speculating: Key Concepts Explained
Difference Between Investing and Speculating: Key Concepts Explained

Understand how investing differs from speculating—so you can build a financial plan aligned with your goals, risk tolerance, and time horizon.

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InvestingJuliette Cooke, CFP®, CKA®June 23, 2025difference between investing and speculating, long-term investment strategy, financial planning tips, speculative trading risks
What Is True About Investing in Single Stocks? Understanding the Risks and Rewards
What Is True About Investing in Single Stocks? Understanding the Risks and Rewards

Explore the potential risks and rewards of investing in single stocks, plus tips on diversification and when to seek professional guidance for more informed decisions.

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InvestingJuliette Cooke, CFP®, CKA®June 20, 2025single-stock investing, investment diversification, financial risk management
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Cooke Wealth Management is a Limited Liability Company and Registered Investment Adviser with the U.S. Securities and Exchange Commission (SEC) offering investment advisory services in those states where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. Registration with the SEC does not imply a certain level of skill or training. An investment adviser or Investment Adviser Representative (IAR) may only transact business in a particular state after licensure or satisfying qualification requirements of that state, or if they are excluded or exempted from the state’s investment adviser or IAR requirements. Follow-up or individualized responses to consumers in a particular state by an investment adviser or IAR that involve the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s investment adviser or IAR requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment adviser or IAR, a consumer should visit https://adviserinfo.sec.gov/. Information discussed herein is meant for general illustration and/or informational purposes and should not be considered legal, accounting or tax advice. Nothing on this website should be construed as a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any transaction. Cooke Wealth Management, LLC is not rendering or offering to render personalized investment advice or financial planning advice through this media. The information provided has been compiled to the best of our ability and we believe it to be reliable and is provided for your personal use and informational purposes only. However, the authors make no warranty of any kind, expressed or implied, and will not be held responsible, or liable for errors, or omissions resulting in any loss or damage caused or alleged to be caused, directly, or indirectly, by information contained herein. Links to other web sites are provided as general information sources for use of visitors to our site. Cooke Wealth Management, LLC has not formally evaluated the information provided via these sites and inclusion of these links does not constitute an endorsement of nor referral to any organization. The links provided are maintained by their respective organizations and they are solely responsible for their content. Trademarks are the property of their respective owners.